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Polaris Wealth Advisory Group’s Equinix EQIX Stock Holding History

Polaris Wealth Advisory Group’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-734
Closed -$437K – 140
2019
Q4 		$437K Sell
734
-4
-0.5% -$2.25K 0.03% 116
2019
Q3 		$414K Buy
+738
New +$397K 0.03% 122

Other funds holding EQIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Polaris Wealth Advisory Group's EQIX Position: Q1 2020 in Review

Polaris Wealth Advisory Group sold out of Equinix (EQIX) in Q1 2020, closing a stake of 734 shares — an estimated $437K sold.

Polaris Wealth Advisory Group first reported a position in EQIX in Q3 2019 and held it in 2 quarters. The position peaked at $437K in Q4 2019. 830 funds tracked by Wall St. Rank hold EQIX as of Q1 2020.

  • Polaris Wealth Advisory Group reported no remaining Equinix position as of Q1 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 734 Equinix shares in Q1 2020, an estimated $437K.
  • Polaris Wealth Advisory Group first reported a position in Equinix in Q3 2019 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Equinix position peaked at $437K in Q4 2019.
  • 830 funds tracked by Wall St. Rank held Equinix as of Q1 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.